Bulletproof Your Agency
Resources for Agencies
Free Templates
The Pre-Consultation Checklist
Receive Janice’s new client consultation checklist template and optimize your new client intake process! This free Google Docs document allows you to simply record information on the prospect that you need all in one place so you can analyze their business and needs with ease.
The Prospective Client Intake Form.
Streamline your onboarding process with our easy-to-use Prospective Client Intake Form. This free PDF document will make your job easier while allowing you to obtain all the information you need to help your clients succeed.
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Agency Consultation Preparation
The Agency Pre-Consultation Checklist
Have you booked an Agency Consultation with Janice? If so, we’re thrilled to get to work with you!
Please download and complete this Agency Pre-Consultation Checklist to prepare for your meeting. This document is interactive- just download, click on the text boxes, save your changes, and send it back to us! This will help guide your conversation and help us understand what your goals are.
Haven’t booked your consultation yet? Visit our shop page to learn more and get started.
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You Deserve to Succeed & Scale Your Marketing Agency
Bulletproof Your Agency
We believe that our expertise and experience can provide you with the goal-oriented solutions you need to give you the competitive edge and take your strategies to the next level.
Our team has been working in this space for over 30 years, helping countless clients reach their goals and maximize their profits. We understand how hard it is to keep up with the ever-changing environment of digital marketing, and we are here to help make it easier.
We invite you to come join us on this journey and experience what sets us apart from other agencies: our commitment to providing comprehensive, customized solutions designed specifically with your goals in mind. Contact us today!